Pike RFP

350 / 537

CBIZ
Retirement
Plan Services
Investment Processes,
Philosophy, and Methodology
CBIZ believes that consistent, long-term results are best achieved through a rigorous
and disciplined investment process. After carefully vetting funds, we can help you
offer your participants a simple yet diverse fund lineup. Offering your participants the
appropriate investment options is a crucial step to ensuring that they will be able to
successfully retire.
RISK MANAGER™
the CBIZ
Investments and advisory services offered through CBIZ Financial Solutions, Inc., member FINRA,
SIPC and SEC Registered Investment Adviser, dba CBIZ Retirement Plan Advisory Services.
CBIZ Financial Solutions, Inc. is a subsidiary of CBIZ, Inc. (NYSE Listed: CBZ)
6050 Oak Tree Blvd. S., Suite 500 • Cleveland, OH 44131
The CBIZ
Investment
Process:
4 Pillars
Benefits
• Competitive investment menu for participant investment
• Helps all types of participants manage their portfolio
• Increased Participation
• Competitively priced plan
Universal
Investment menus should
be built for diverse groups
and prioritize simplicity
while still offering a wide
variety of choice.
CHOICE
Defined contribution plans
should offer actively managed,
passively managed, and
target-date/risk-based
investment options.
LOW COST
Investment management
costs are a major predictor of
long-term performance and
should be minimized to the
extent possible.
Long Term
Investment managers should be
evaluated over full market cycles.
Learn more at or call (866) 560-2431.
54